+12.5%
RIVN vs MTB
+27.0%
-14.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.2% | +4.6% | +5.5% |
| 7D | +20.5% | +2.0% | +18.5% | +19.9% |
| 30D | -3.7% | +2.9% | -6.6% | -4.3% |
| 3M | -10.8% | -10.7% | -0.1% | -9.0% |
| 6M | -3.1% | +6.3% | -9.4% | -6.2% |
| YTD | -28.7% | +13.8% | -42.5% | -32.5% |
| 1Y | +12.5% | +27.7% | -15.3% | -5.2% |
| All | +12.5% | +27.0% | -14.5% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MTB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling